Ten Capital Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-145
| Closed | -$10.1K | – | 376 |
|
|
2023
Q1 | $10.1K | Buy |
+145
| New | +$10.1K | ﹤0.01% | 370 |
|
|
2021
Q3 | – | Sell |
-7,046
| Closed | -$558K | – | 505 |
|
|
2021
Q2 | $558K | Sell |
7,046
-410
| -5% | -$32.5K | 0.13% | 91 |
|
|
2021
Q1 | $551K | Buy |
7,456
+54
| +0.7% | +$3.99K | 0.13% | 87 |
|
|
2020
Q4 | $507K | Sell |
7,402
-275
| -4% | -$18.8K | 0.14% | 87 |
|
|
2020
Q3 | $441K | Buy |
+7,677
| New | +$441K | 0.15% | 76 |
|